Implementation Pack

Intake & Triage Pack

Automate how work enters your business.

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Expected Outcome

Reduce intake cycle time by 60-80% while improving data quality and routing accuracy.

End-to-end automation for client intake, lead triage, and request routing — forms, email, SMS, CRM logging, AI summarization, and intelligent next-step suggestions. Connected to your existing systems with audit trails.

What’s Included

  • Multi-channel intake capture (forms, email, SMS, phone transcription)
  • AI-powered classification, scoring, and priority routing
  • CRM or case management system integration
  • Automated summarization and next-step suggestions
  • Human-in-the-loop review for high-risk or ambiguous cases
  • Audit logging and compliance documentation

Best For

  • Insurance agencies processing applications and claims
  • Accounting firms onboarding new clients
  • Law firms triaging inbound inquiries
  • Any service business with high inbound volume

Start with a Sprint. Deploy this pack in weeks.

Every pack begins with a scoped Sprint to ensure fit, then moves to fixed-scope implementation.

Book a Sprint